+75.4%
USAR vs HSY
-20.1%
+95.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | +2.3% | -1.6% | +3.9% | +2.2% |
| 30D | -8.6% | -4.2% | -4.4% | -9.0% |
| 3M | -20.5% | -0.7% | -19.8% | -20.6% |
| 6M | +1.2% | -21.8% | +23.0% | +2.4% |
| YTD | +48.4% | -2.7% | +51.1% | +46.8% |
| 1Y | +30.6% | -4.8% | +35.4% | +28.8% |
| 3Y | +73.6% | -9.4% | +83.0% | +71.6% |
| All | +75.4% | -20.1% | +95.5% | +73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded HSY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling